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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED_RES | 2023-04-20 |
| AZ | RA | APPROVED | 2023-04-19 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jamison Lawn Care | Madison | SD | 03/2013 | 03/2020 |
| South Dakota State University | Brookings | SD | 01/2016 | 08/2020 |
| Guardian Life Insurance Company | Scottsdale | AZ | 07/2020 | 04/2021 |
| Park Avenue Securities | Scottsdale | AZ | 08/2020 | 04/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | Present |
| Self-Employed | Scottsdale | AZ | 05/2021 | 06/2021 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2021 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
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